Retirement plan

SAVINGS LEAGUE BASIC RETIREMENT PLAN

Name: STEVEN W THOMSON - SAVINGS LEAGUE BASIC RETIREMENT PLAN (2020) Form 5500
Creator: STEVEN W THOMSON
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SAVINGS LEAGUE BASIC RETIREMENT PLAN, STEVEN W THOMSON

STEVEN W THOMSONdba STEVEN W. THOMSON D.D.S.EIN 77-0089113Plan #001PY 2020

1403 MIDWAY DR - WOODLAND, CA 956955234530-666-6232LinkedIn1-10 employeesmedical practice

Other plans on this EIN

1 filing

#002Retirement-$1.5M assets

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$357K

+1.2% from 2019

Total participants

0.0% from 2019

Average account balance

No prior year

Annual return

1.15%

-0.30 pp from 2019

Benchmarks

See 395 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Cohort395 peers

Snapshot2020

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$357K

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$119K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

0 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

Not enough data

0 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

Not enough data

0 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+1.15%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes3D3B2E2F2G2J

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
3B
Plan covering self-employed individuals
Plan covering self-employed individuals.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

0 tripped

No flags tripped for this filing year. This plan looks clean.

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$305,925-100.0%

$178,503-100.0%

Participation rate

0.0%

64.3%-64.3pp

81.9%-81.9pp

Annual return

1.15%

10.58%-9.4pp

151.12%-150.0pp

Employer contribution / active EE

$2,545-100.0%

$5,011-100.0%

Participant deferral / active EE

$2,511-100.0%

$5,202-100.0%

Admin fee / account holder

$21,071-100.0%

$13,987-100.0%

SAVINGS LEAGUE BASIC RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

SAVINGS LEAGUE BASIC RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion